Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 94-6214841
ARMANINO ADVISORY LLC
2700 CAMINO RAMON · SAN RAMON, CA 94583
9257902600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
2,293
No prior year
Total participants
2,251
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.1M | 23.8% | |
| Prescription drug | $3.1M | 23.8% | |
| Other | $1.9M | 14.3% | |
| Life | $1.8M | 13.6% | |
| Short-term disability | $1.4M | 10.9% | |
| Long-term disability | $1.4M | 10.9% | |
| Vision | $352K | 2.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.1M | 58.3% | 1 | 3 | 257 |
EIN 010278678 | LSTDLTDOth | $1.9M | 35.1% | 1 | 4 | 2,293 |
EIN 941632821 | V | $352K | 6.6% | 1 | 1 | 1,679 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HEFFERNAN INSURANCE BROKERS | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN, INC., UNUM INSURANCE COMPANY, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN INC | $291K | $23K | $314K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan